See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,516 | $176,812-42.0% | $146,665-30.1% | $167,490-38.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.19% | 24.03%-8.8pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,344 | $5,160+22.9% | $4,136+53.4% | $4,837+31.1% |
| Participant deferral / active EE | $21,856 | $6,440+239.4% | $5,506+297.0% | $6,341+244.7% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |